How big is Segan & Garbuio, CPAS, P.C.'s plan?

Segan & Garbuio, CPAS, P.C.'s plan reported $5.0M in assets and 2 participants for 2024.

Original filing (PDF)20250613151938NAL0015755363001

Segan & Garbuio, CPAS, P.C.

Name: Segan & Garbuio, CPAS, P.C. — Segan & Garbuio, CPAS, Form 5500 (2024)
Creator: Segan & Garbuio, CPAS, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Segan & Garbuio, CPAS, P.C. Retirement Plan

401(k) retirement plan · Segan & Garbuio, CPAS, P.C.'s Segan & Garbuio, CPAS, P.C. Retirement Plan held $5.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Anthony Garbuio signed Segan & Garbuio, CPAS, P.C.'s 2024 Form 5500 as plan administrator.

Anthony Garbuio — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Segan & Garbuio, CPAS, P.C.'s EIN is 20-2066189.

EIN 20-2066189

Plan number 001

Plan year 2024

ACK ID 20250613151938NAL0015755363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Segan & Garbuio, CPAS, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Segan & Garbuio, CPAS, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEGAN & GARBUIO, CPAS, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SEGAN & GARBUIO, CPAS, P.C.

EIN

all filings

Address

27 BRITTON LANE · MOUNT KISCO, NY · 10549

Phone

(914) 241-7255

Industry

CPA Offices· Professional & Technical Services

Plan administrator